AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,000 | -54.2% | 46,254 | -52.8% | 0.00% | 0.0% |
| Q2 2023 | $5,623,000 | +415.4% | 97,950 | +411.8% | 0.00% | – |
| Q1 2023 | $1,091,000 | +14.2% | 19,138 | +2.3% | 0.00% | – |
| Q4 2022 | $955,000 | +20.7% | 18,701 | +7.9% | 0.00% | – |
| Q3 2022 | $791,000 | +5984.6% | 17,336 | +6491.6% | 0.00% | – |
| Q2 2022 | $13,000 | -77.2% | 263 | -72.3% | 0.00% | – |
| Q1 2022 | $57,000 | -49.1% | 949 | -46.3% | 0.00% | – |
| Q4 2021 | $112,000 | +36.6% | 1,767 | +34.4% | 0.00% | – |
| Q3 2021 | $82,000 | -45.3% | 1,315 | -44.6% | 0.00% | – |
| Q2 2021 | $150,000 | +4.9% | 2,374 | +0.6% | 0.00% | – |
| Q1 2021 | $143,000 | +10.9% | 2,360 | +5.1% | 0.00% | – |
| Q4 2020 | $129,000 | +17.3% | 2,246 | +0.9% | 0.00% | – |
| Q3 2020 | $110,000 | +307.4% | 2,227 | +279.4% | 0.00% | – |
| Q2 2020 | $27,000 | – | 587 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |